The earnings call presented a strong performance in the corporate segment and successful financial management, with the company returning to total revenue growth earlier than expected. However, challenges remain in the SoHo segment with ongoing revenue declines and increased cancellation rates. Overall, the positive achievements in the corporate channel and financial metrics outweigh the setbacks in the SoHo channel.

Company Guidance

During the Consensus Q2 2025 earnings call, the company provided guidance for both the full year and Q3 2025. For the full year, Consensus anticipates revenues between $343 million and $357 million, with adjusted EBITDA ranging from $179 million to $190 million. The adjusted EPS is expected to be between $5.25 and $5.65. For Q3 2025, revenue is projected to fall between $85.9 million and $89.9 million, while adjusted EBITDA is expected to be between $44.4 million and $47.4 million. The adjusted EPS for the third quarter is anticipated to be between $1.33 and $1.42. The company emphasized its commitment to revenue growth, targeting over 6.25% for the year, and managing its cost structure efficiently, which was demonstrated by an impressive 54.8% adjusted EBITDA margin for Q2. Additionally, Consensus highlighted its strategic focus on customer acquisition in the healthcare sector and its plans to manage the SoHo channel for cash flow efficiency.

Return to Revenue Growth

Consensus returned to total revenue growth earlier than anticipated with a 6.9% increase in corporate revenue over Q2 2024, marking the best year-over-year growth in 10 quarters.

Strong Adjusted EBITDA Margin

The company exceeded its adjusted EBITDA expectations with a robust margin of 54.8%, near the top end of their 50% to 55% range.

Free Cash Flow Increase

Free cash flow was $20.3 million, up 29% from Q2 2024, demonstrating excellent management of receivables and lower interest expenses.

Corporate Channel Success

The corporate customer base grew to a record approximately 63,000, up 11% year-over-year, driven by strong usage and new customer acquisition.

Successful Debt Refinancing

The company concluded a $225 million bank facility to retire 6% notes due October 2026, with expected borrowing costs similar to the current cost of the notes.

Improved Revenue Retention Rate

The trailing 12-month revenue retention rate reached 102%, up from 99% in Q2 of 2024.

Consensus Cloud Solutions (CCSI) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

CCSI Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2025 (Q3)	1.36 / -	1.31	―	―	―
Aug 07, 2025	2025 (Q2)	1.34 / 1.46	1.45	0.69% (+0.01)
May 07, 2025	2025 (Q1)	1.31 / 1.37	1.55	-11.61% (-0.18)
Feb 19, 2025	2024 (Q4)	1.18 / 1.32	1.11	18.92% (+0.21)
Nov 07, 2024	2024 (Q3)	1.29 / 1.31	1.51	-13.25% (-0.20)
Aug 08, 2024	2024 (Q2)	1.32 / 1.45	1.36	6.62% (+0.09)
May 08, 2024	2024 (Q1)	1.27 / 1.55	1.1	40.91% (+0.45)
Feb 21, 2024	2023 (Q4)	1.21 / 1.11	1.13	-1.77% (-0.02)
Nov 09, 2023	2023 (Q3)	1.29 / 1.51	1.52	-0.66% (-0.01)
Aug 08, 2023	2023 (Q2)	1.25 / 1.36	1.45	-6.21% (-0.09)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

CCSI Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	$20.97	$23.84	+13.69%
May 07, 2025	$22.31	$22.38	+0.31%
Feb 19, 2025	$28.03	$25.60	-8.67%
Nov 07, 2024	$26.08	$25.05	-3.95%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Consensus Cloud Solutions (CCSI) report earnings?

Consensus Cloud Solutions (CCSI) is schdueled to report earning on Nov 06, 2025, After Close (Confirmed).

What is Consensus Cloud Solutions (CCSI) earnings time?

Consensus Cloud Solutions (CCSI) earnings time is at Nov 06, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is CCSI EPS forecast?

CCSI EPS forecast for the fiscal quarter 2025 (Q3) is 1.36.

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing